See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,764 | $106,890+45.7% | $84,015+85.4% | $152,861+1.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.39% | 104.99%-78.6pp | 71.31%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,472 | $2,734-46.2% | $1,983-25.8% | $4,762-69.1% |
| Participant deferral / active EE | $8,000 | $4,011+99.4% | $3,239+147.0% | $5,850+36.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |